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Very Important!! There is no automated process to 'de-merge' records that have been merged in error. You should make absolutely sure that the two IDs you wish to merge relate to the same person before adding a merge to the list. The system has no way of detecting incorrect merges, and does not prevent adding of two completely different names (as in some cases, this may be a valid case).
Merging two unrelated records will result in the To Person Record receiving unintended data, and the From Person Record losing all personal and match data. |
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The Person Merge Request Screen is where you can:
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title | Add a schedule Person Merge |
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- Enter the From and To Person IDs in the respective edit boxes.
- Click the Look up button to check that the Person IDs are valid IDs.
Image Removed - Click Add, and check that the records that display are indeed the records you wish to merge.
- Once you are sure you wish to merge the two Person Records, click Submit Merge to add the merge to the Merge List.
- Click OK on the confirmation popup.
The system validates whether the merge can be added. In particular, in particular both IDs must be associated with a child organisation of the current user's organisation. - If the merge is added it will display at the top of the PENDING list, the From/To names will be displayed as well as information about the user that added the record and the date/time
- To remove an added merge, see below.
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title | View the Person Merge List |
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Adding a scheduled Person Merge
The Person Merge List
All future and past merges are listed in the table. The table can be filtered by:
- PENDING: Merges that have not yet occurred. Pending merges can be removed from the list by clicking the Remove link.
- MERGED: Merges that have occurred in the past.
- ERROR: Merges that were attempted, but failed for some reason. These should be referred to technical support.
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Note: All columns are sortable by clicking on the column heading.
Column definitions:
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- request is successful, you should see confirmation of the merge request on the screen.
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The merge request is then added to Person Merge List in the filter AWAITING APPROVAL. See Manage the Person Merge List below.
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title | Manage the Person Merge List |
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To view the Person Merge List, click the View existing merge request link. Image Added. Image Added - View the Person Merge List by status (dropdown list Filter by status).
- Manage the Person Merge List according to the table below.
- Click the Download merge list link if you wish to download the merge list.
Merge Num | An identifier for the merge |
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From ID, From Name, From DOB, From Address | The 'From' record details (this record will be merged into the 'To' record). | To ID, To Name |
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, To DOB, To Address | The ' |
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(this is the record that will be kept after the merge). | Date Created (for Merge Completed records only) | Date the merge was added to the list (local time). | Date Executed |
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(for Merge Completed/Unsuccessful records only) | Date the merge was succesfully completed (if in MERGED COMPLETED state) or date the merge was attempted (if in |
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MERGED UNSUCCESSFUL) state. |
Filter by status | |
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AWAITING APPROVAL | These are merges that have not yet been approved, and have therefore not yet occurred. Approve: Pending (awaiting approval) merges can be approved on the list: - Click the corresponding Approve link for a single merge request in the list.
- Click the Select checkbox for multiple merge requests and then click the Approve Selected Records button at the bottom of the screen.
Remove: Pending merges can be removed from the list by clicking the Remove link. |
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APPROVED - PENDING | Merges that have not yet occurred. Pending merges can be removed from the list by clicking the Remove link. |
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MERGE COMPLETED | Merges that have been successfully completed. |
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MERGE UNSUCCESSFUL | Merges that were attempted, but failed for some reason. These should be resolved by contacting support. |
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You can sort on any column in the Person Merge List by clicking on the column heading. |
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